Unclaimed
Donna Marie Hunt is a financial advisor with over 29 years of experience in the financial services industry. Donna is a Registered Representative and Investment Advisor Representative, currently affiliated with Raymond James Financial Services Advisors, Inc. in Ottawa, Illinois. Donna has worked at several financial institutions including LPL Financial LLC, BANC ONE SECURITIES CORPORATION, and ROYAL ALLIANCE ASSOCIATES, INC. Donna has a strong commitment to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
04/22/2016 - Present
Raymond James Financial Services Advisors, Inc. (Ottawa IL)
IL
05/05/2003 - 04/22/2016
LPL FINANCIAL LLC (OTTAWA IL)
IL
04/26/2001 - 09/11/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
10/20/1999 - 01/07/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
09/15/1994 - 07/30/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/22/1993 - 09/30/1994
LCL INVESTMENTS, INC.
FL
12/12/1990 - 04/02/1993
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 03/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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